Legal & Financial Industry Notice

CallWaiting.ai supports businesses in legal and financial services for general inbound call management only. Important limitations apply:

  • Attorney-Client Privilege: Communications handled by the AI receptionist are not privileged. Law firms must not use this service to receive confidential or privileged client communications. Direct callers to a licensed attorney for privileged matters.
  • Financial Recordkeeping (SEC/FINRA): Financial services firms subject to SEC, FINRA, or CFPB recordkeeping rules are solely responsible for assessing whether use of this platform meets their regulatory obligations. CallWaiting.ai does not provide supervisory review or compliance monitoring of AI-handled calls.
  • No Professional Advice: The AI receptionist does not provide legal advice, financial advice, or investment recommendations. All such matters must be directed to a licensed human professional.